A few years ago, Eric, one of my friends, asked me to refer him to an advisor who could help him increase his life insurance. I happened to have been working at the time with a husband-and-wife advisory team in our state, Andrea and Michael. Eric asked me to arrange an introduction to Andrea,…
Years ago, in my attorney days, I was sitting with a client, looking at her auto insurance policy in connection with a fender bender. In reviewing the policy declarations, I noticed that she and her husband were grossly overpaying for the family coverage. I suggested that they shop around and get some quotes from other
A long time ago…it seems like in a previous life…I was a practicing attorney with a growing practice. I grew my business to six figures and was proud of the accomplishment. But at a certain point, it stopped growing. Everything I did to get it there in the first place—providing outstanding service with great client
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My colleague, marketing expert Robert Middleton, recently shared his “6 Ps of Getting Out There and Making It Happen”. All of these are important for any advisor who is trying to grow his low six figure business into a high six figure or million-dollar business: Passion – your personal interest, fascination, and engagement with something
Over 30 years ago, when my daughter Stefanie was nine and her sister Madeline was six, I was dying. I remember waking after my second surgery, following months of suffering from the complications of cancer treatment, with one horrifying thought: If I didn’t live, who would raise my daughters? Who would teach my daughter Madeline
As the market gets more volatile, COVID still challenges us, inflation grows out of control, mass shootings proliferate, baby formula leaves parents panicking, the war in Ukraine impacts us all, and the price of gas climbs out of control, we find ourselves with two distinct choices: We can cry…or we can create. We can take
